Insurance repair triage over WhatsApp: photo checklist, XactAnalysis upload steps and a simple UK playbook
Process for insurance repairs using WhatsApp, covering quick photo collection, triage workflows, and portal uploads to improve claim handling.
AI Automations
Reactive maintenance priorities for contractors: simple P1, P2, P3 rules, UK SLAs and evidence you can trust
Reactive maintenance priorities for UK contractors, covering P1, P2, and P3 classifications, recommended SLAs, evidence collection methods, and compliance strategies.
QR skills matrix for construction: live sign‑offs on site that update competence and block unsafe bookings
QR skills matrix for construction enables real-time competence tracking and unsafe booking prevention through simple sign-offs using accessible tools like Google Sheets and WhatsApp.
Voice notes to quotes: the fastest way for trades to get quotes out from your phone
Tradespeople can efficiently generate quotes using voice dictation on their phones, simplifying the quoting process and improving response times to clients.
AI job scheduling for trades: assign the right engineer, cut drive time and stop no‑shows
How small to mid-sized UK trade teams can automate job scheduling using AI to improve speed, reduce no-shows, and improve routes.
Dispute-proof invoicing for trades: attach site evidence to Xero or QuickBooks and stop arguments before they start
Guidance for UK construction and service trade owners on reducing invoice disputes by attaching evidence to invoices using Xero or QuickBooks.
Subcontractor compliance tracker: free Google Sheets template with QR capture and expiry alerts
Free Google Sheets template for subcontractor compliance tracking, featuring QR capture, expiry alerts, and essential tracking tips for UK regulations.
Construction site safety audit checklist: digitise it, assign actions and prove compliance
Digital approach to construction site safety audits, covering the importance of automation, compliance, and effective communication for small contractors.
Site induction template for small contractors: what to include, printable checklist and digital options
Guide for small contractors on creating effective site induction templates, including essential content, digital options, and record-keeping practices.
Quote follow‑up templates for trades that actually get a reply: WhatsApp, SMS and email, plus a simple 7‑day cadence
Effective follow-up strategies and templates for tradespeople to engage customers after sending quotes via WhatsApp, SMS, and email, keeping compliance and improved response rates.
Cash flow forecasting for trades in Xero or QuickBooks: simple setup, open banking tips and a one‑page template
Guidance on cash flow forecasting for trades using Xero or QuickBooks, including setup tips, open banking advice, and a one-page template.
PAS 2035 ventilation checklist for small contractors: how to assess, choose MEV or MVHR, and lodge with TrustMark
Updated PAS 2035:2023 requirements for small contractors regarding ventilation assessments, solution selection, and documentation for TrustMark compliance.